Zymeworks Inc.(ZYME)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

ZYME iron condor setups ZYME expected move ZYME IV rank history ZYME Fibonacci levels ZYME insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

ZYME $26.58 —
Snapshot
$26.58
52-Week Range
$15.81 – $31.34
YTD
-0.15%
IV Rank (30D)
40.6
Straddle Price
$3.20
P/C Vol Ratio
0.93
Market Cap
$1.9B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY0.90
Cost of Equity (CAPM)9.45% (VRP-adj)
WACC9.46%
Volatility Risk Premium+42.4pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$-0.1B
Return on Equity (TTM)-186.6%
Book / Price4.0%
Gross Margin (TTM)100.0%
FCF Margin (TTM)-324.7%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
SMA 50$25.85 (Market Anchor value)
SMA 20 / Bollinger Mid$27.82
Bollinger Width / SMA2072.8% (drives anchor stability)
Net Debt$-0.2B
Market Cap$2B
Peers used for multiples: BBIO, CELC, COGT, IMNM, LLY, MRK, NUVL, RVMD
Model Conviction
81%
20-Day Fair Value
≈ by Oct 26, 2026
$27.03
α +1.4% rank 54%
40-Day Fair Value
≈ by Nov 24, 2026
$30.18
α +13.3% rank 64%
60-Day Fair Value
≈ by Dec 23, 2026
$30.16
α +13.2% rank 47%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B $10.19 19% median 9.5× · 6 peers
Peer P/S $6.40 19% median 12.9× · 3 peers
Market Anchor (SMA50) $25.85 63% stability 65% (BB-width)
Options Expected (B-L 30d) $24.90 0% 6 strikes · skew +0.32
As of 2026-09-25 · updated
Info
Industry (SIC)
PHARMACEUTICAL PREPARATIONS (2834)
Exchange
XNAS
Market Cap
$1.9B

Zymeworks Inc is a clinical-stage biopharmaceutical company dedicated to the discovery, development and commercialization of next-generation multifunctional biotherapeutics. Its suite of therapeutic platforms and its fully integrated drug development engine enables precise engineering of differentiated therapeutic product candidates. Its clinical candidate, zanidatamab, is a novel HER2-targeted bispecific antibody currently being evaluated in multiple Phase 1, Phase 2, and pivotal clinical trials globally as a targeted treatment option for patients with solid tumors that express HER2. It is al…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -5.60% 6
Feb -3.64% 6
Mar +0.88% 6
Apr -4.39% 6
May -2.26% 6
Jun +0.63% 6
Jul +0.80% 6
Aug +9.60% 6
Sep -3.79% 6
Oct +6.24% 5
Nov +13.70% 5
Dec -0.10% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $27.70
SMA 50: $25.90
SMA 200: $25.08
Current: $26.64
EMA 12: $27.09
EMA 26: $27.02
MACD: 0.0641 | Signal: -0.1863
BULLISH
ADX (14): 23.23
WEAK TREND
+DI: 20.96
−DI: 17.23

Momentum Oscillators

RSI (14): 47.87
NEUTRAL
Stoch %K: 27.06
Stoch %D: 27.53
Williams %R: -73.32

Volume & Volatility

BB Upper: $30.50
BB Lower: $24.89
NEUTRAL
OBV: 26,515,139
Vol SMA 20: 686,087
Vol ROC: -76.83%
ATR: $1.20
True Range: $0.65
HV 20: 45.7%
HV 30: 52.9%
HV 60: 47.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report: ZYME

Executive Summary

BULLISH (Confidence Level: 8/10)

Key Drivers:

  • Strong technical signals, including a bullish MACD crossover and rising RSI
  • Positive news sentiment from recent headlines
  • Moderate volatility, indicating potential for further upside

Primary Risks:

  • Potential for a pullback if the stock approaches the upper Bollinger Band
  • Market volatility could impact ZYME's performance

Investment Thesis: ZYME is a strong contender in the biotech sector, with a robust pipeline and promising clinical trials. The recent positive news headlines and technical signals suggest further upside potential.

Recent News Sentiment Impact: The majority of recent headlines have been positive, highlighting Zymeworks' participation in investor conferences, new preclinical data, and leadership appointments. This sentiment has contributed to the bullish tone in our analysis.

Technical Analysis

Trend Direction: Short-term: Bullish Medium-term: Bullish Long-term: Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $28.10
  • Middle band: $25.43
  • Lower band: $22.75

Momentum Signals:

  • RSI interpretation: Neutral (44.68)
  • MACD signal: Bullish crossover (-0.39 / 0.02 / -0.40)
  • Bollinger Bands position: Squeeze, indicating potential for a breakout

Volume Analysis: Volume SMA 20: 665140.00 On-Balance Volume (OBV): 37013808.76 Volume Rate of Change: -29.63%

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines have been dominant, highlighting the company's growth and pipeline advancements.

Sentiment Assessment: Positive sentiment prevails, indicating a bullish tone in recent news coverage.

Catalyst Identification: No imminent catalysts identified, but upcoming investor conferences may provide further insights into Zymeworks' development.

Risk & Volatility Assessment

Beta Interpretation: Moderate risk relative to the market (beta: 0.88).

Volatility Regime: Current volatility is relatively low compared to historical levels.

Options Market Signals: IV rank: 21.9% (Low), indicating historically low volatility.

Downside Protection: Support levels at $22.75 and $25.43, with potential for a bounce if the stock approaches these levels.

Market Context & Positioning

Sector Performance: Zymeworks is outperforming the biotech sector in recent weeks.

Institutional Activity: Moderate institutional interest, as reflected by volume patterns suggesting some buying pressure.

Correlation Analysis: The stock has a moderate correlation with the market (R-squared: 0.20).

Relative Valuation: ZYME appears reasonably priced relative to its peers and the broader market.

Key Levels & Action Items

Critical Price Levels: Upper Bollinger Band ($28.10), Middle band ($25.43), Lower band ($22.75)

Breakout/Breakdown Levels: Potential for a breakout above $28.10 or a breakdown below $22.75

Time-Sensitive Catalysts: No imminent catalysts identified, but upcoming investor conferences may provide further insights.

Risk Management: Stop-loss levels at $23.79 and $26.43, with position sizing considerations based on the stock's volatility.

Note: This analysis is based on the provided data and should not be considered investment advice.

Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
22.14%
Avg Actual Move
3.76%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-31 After-Close 17.15% 3.07% 0.18x Within
2025-05-08 Pre-Market 31.31% 0.22% 0.01x Within
2025-08-07 After-Close 14.96% 2.83% 0.19x Within
2025-11-06 After-Close 31.71% 5.94% 0.19x Within
2026-01-12 Pre-Market 14.70% 0.47% 0.03x Within
2026-03-02 After-Close 35.42% 4.70% 0.13x Within
2026-05-07 After-Close 10.81% 11.28% 1.04x Exceeded
2026-08-06 After-Close 21.02% 1.58% 0.08x Within
Options Activity
IV Rank (30D)
40.6
IV Rank (7D)
40.6
Avg IV
105.2%
Straddle (30D)
$3.20
Straddle (7D)
$3.20
P/C Volume
0.93
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.67
Correlation (SPY)
16.2%
R²
0.03
Ann. Volatility
53.9%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 74,719,171 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

207 filers70,642,621 shares$1.84B value94.54% of float
# Filer Shares Value % of Total % of Float Period
1 EcoR1 Capital, LLC 22,970,388 $600.45M 32.61% 30.74% 2026-06-30
2 Rubric Capital Management LP 7,000,000 $182.98M 9.94% 9.37% 2026-06-30
3 BlackRock, Inc. Custodian 4,251,030 $111.12M 6.04% 5.69% 2026-06-30
4 PERCEPTIVE ADVISORS LLC 4,182,953 $109.34M 5.94% 5.60% 2026-06-30
5 BVF INC/IL 3,649,142 $95.39M 5.18% 4.88% 2026-06-30
6 VANGUARD GROUP INC Custodian 2,328,727 $61.32M 3.33% 3.12% 2025-12-31
7 MORGAN STANLEY Custodian 2,231,260 $58.33M 3.17% 2.99% 2026-06-30
8 BNP Paribas Asset Management Holding S.A. 1,781,116 $46.56M 2.53% 2.38% 2026-06-30
9 VANGUARD CAPITAL MANAGEMENT LLC 1,558,998 $40.75M 2.21% 2.09% 2026-06-30
10 Assenagon Asset Management S.A. 1,252,027 $32.73M 1.78% 1.68% 2026-06-30
11 Nextech Invest Ltd. 1,113,946 $29.12M 1.58% 1.49% 2026-06-30
12 STATE STREET CORP (STT, STT-PG) 1,088,216 $28.45M 1.55% 1.46% 2026-06-30
13 DIMENSIONAL FUND ADVISORS LP Custodian 994,955 $26.00M 1.41% 1.33% 2026-06-30
14 CITADEL ADVISORS LLC Custodian 914,136 $23.90M 1.30% 1.22% 2026-06-30
15 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 889,802 $23.26M 1.26% 1.19% 2026-06-30
16 FMR LLC Custodian 702,568 $18.37M 1.00% 0.94% 2026-06-30
17 GEODE CAPITAL MANAGEMENT, LLC Custodian 692,410 $18.10M 0.98% 0.93% 2026-06-30
18 Prosight Management, LP 674,434 $17.63M 0.96% 0.90% 2026-06-30
19 Qube Research & Technologies Ltd 593,590 $15.52M 0.84% 0.79% 2026-06-30
20 VANGUARD PORTFOLIO MANAGEMENT LLC 510,032 $13.33M 0.72% 0.68% 2026-06-30
21 Redmile Group, LLC 491,654 $12.85M 0.70% 0.66% 2026-06-30
22 Capricorn Fund Managers Ltd 486,529 $12.72M 0.69% 0.65% 2026-06-30
23 GOLDMAN SACHS GROUP INC Custodian 470,822 $12.31M 0.67% 0.63% 2026-06-30
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 418,497 $10.94M 0.59% 0.56% 2026-06-30
25 DEUTSCHE BANK AG\ Custodian 397,190 $10.38M 0.56% 0.53% 2026-06-30
4 filers$4.79M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $3.41M 71.10% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $1.36M 28.46% 2026-06-30
3 SIMPLEX TRADING, LLC Custodian $15.68K 0.33% 2026-06-30
4 GROUP ONE TRADING LLC Custodian $5.23K 0.11% 2026-06-30
3 filers$3.48M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $2.45M 70.47% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $1.02M 29.30% 2026-06-30
3 GROUP ONE TRADING LLC Custodian $7.84K 0.23% 2026-06-30
Insider Activity
Latest: 2026-07-06
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-06 Mark Hollywood EVP & Chief Operating Officer Award (A) +939 $22.22 $20.9K EDGAR
2026-05-15 Paul R Schneider EVP, General Counsel Grant (A) +297,000 opt — EDGAR
2026-04-10 Adam Schayowitz See Remarks Grant (A) +193,000 opt — EDGAR
2026-04-10 Scott Platshon EVP, Chief Business Officer Grant (A) +193,000 RSU — EDGAR
2026-04-07 Kristin Stafford EVP, Chief Financial Officer Grant (A) +347,000 RSU — EDGAR
2026-01-13 Brian N Cherry Director Grant (A) +38,400 RSU — EDGAR
2026-01-13 Mark Hollywood EVP & Chief Operating Officer Mixed +11,546 $22.67 -$138.8K EDGAR
2026-01-12 Carlos Campoy Director Grant (A) +19,200 opt — EDGAR
2026-01-12 Alessandra Cesano Director Grant (A) +19,200 opt — EDGAR
2026-01-12 Paul Andrew Moore Chief Scientific Officer Mixed +8,106 $22.67 -$216.8K EDGAR
2026-01-12 Robert E Landry Director Grant (A) +19,200 opt — EDGAR
2026-01-12 Susan Mahony Director Grant (A) +19,200 RSU — EDGAR
2026-01-12 Kelvin Neu Director Grant (A) +19,200 opt — EDGAR
2026-01-12 Kenneth Galbraith Chair & CEO Mixed +33,576 $22.67 -$689.8K EDGAR
2026-01-12 Gregory Austin Ciongoli Director Grant (A) +19,200 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
19 insiders · @ $26.64
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 OLEG NODELMAN Director 22,970,388 $611.99M $52.14M 9 2025-06-27
2 EcoR1 Capital, LLC Director 15,720,161 $418.82M $81.32M 13 2025-01-21
3 LILLY & Co ELI 10%+ Owner 1,827,101 $48.68M -$15.35M 14 2019-02-06
4 Gregory Austin Ciongoli Director 493,500 $13.15M $0 2 2026-01-12
5 Ali Tehrani Chief Executive Officer 357,027 $9.51M -$2.44M 10 2021-07-16
6 Kenneth Galbraith Chair & CEO 257,266 $6.85M -$4.45M 9 2026-01-12
7 Mark Hollywood EVP & Chief Operating Officer 133,852 $3.57M -$138.8K 2 2026-07-06
8 Paul Andrew Moore Chief Scientific Officer 48,497 $1.29M -$1.14M 7 2026-01-12
9 Anthony J. Polverino Chief Scientific Officer 36,407 $970.0K -$36.6K 11 2022-01-07
10 Jeffrey T L Smith EVP & Chief Medical Officer 36,018 $959.6K -$641.4K 5 2026-01-12
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-03-06
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-03-06 Jeffrey T L Smith Former Officer 247,333 $6.13M 2026-03-06 Morgan Stanley Wealth Management… — EDGAR
2026-02-17 Leone D Patterson Former officer 31,641 $715.1K 2026-02-17 Morgan Stanley Smith Barney — EDGAR
2026-02-13 Leone D Patterson Former officer 128,548 $2.98M 2026-02-13 Morgan Stanley Smith Barney — EDGAR
2026-01-12 Leone D Patterson Former officer 6,832 $158.3K 2026-01-12 Morgan Stanley Wealth Management… — EDGAR
2026-01-12 Jeffrey T L Smith Officer 9,310 $215.7K 2026-01-12 Morgan Stanley Wealth Management… — EDGAR
2026-01-12 Paul Andrew Moore Officer 9,560 $221.5K 2026-01-12 Morgan Stanley Wealth Management… — EDGAR
2026-01-12 Mark Hollywood Officer 6,120 $141.8K 2026-01-12 Morgan Stanley Wealth Management… — EDGAR
2026-01-12 Kenneth Galbraith Officer, Director 30,424 $704.9K 2026-01-12 Morgan Stanley Wealth Management… — EDGAR
2026-01-05 Smith Jeffrey T L Officer 10,538 $280.5K 2026-01-05 Morgan Stanley Wealth Management… — EDGAR
2026-01-05 Kenneth Galbraith Officer, Director 54,343 $1.45M 2026-01-05 Morgan Stanley Wealth Management… — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/B Ratio24.5
P/S Ratio53.0
EV/EBITDA-11.9
TTM Revenue$0.0B
TTM Net Income$-0.1B
TTM EPS$-2.02
ROE-186.6%